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Schwab U.S Small- Cap ETF
SCHA

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
476
Ifrah Financial Services
Arkansas
$1.02M +$9.09K +366 +0.9%
BA
477
Bristlecone Advisors
Washington
$1.02M +$42.2K +1,700 +4%
MCM
478
Mengis Capital Management
Oregon
$1.01M -$124K -4,990 -11%
KWM
479
Kingsview Wealth Management
Oregon
$1M +$89.2K +3,592 +10%
EWP
480
Elevation Wealth Partners
California
$996K +$14.2K +572 +2%
HI
481
Harbour Investments
Wisconsin
$985K +$79.9K +3,220 +9%
FEM
482
Fulcrum Equity Management
Texas
$984K +$77.4K +3,118 +9%
PL
483
Plancorp LLC
Missouri
$984K +$16.5K +664 +2%
SIS
484
Strategic Investment Solutions
Illinois
$983K +$350K +14,094 +59%
CAM
485
Cozad Asset Management
Illinois
$979K – – –
HP
486
Hilltop Partners
Indiana
$978K -$55.7K -2,244 -6%
MSWMA
487
Market Street Wealth Management Advisors
Indiana
$973K – – –
CIA
488
Concurrent Investment Advisors
Florida
$972K +$937K +37,746 New
MW
489
MBL Wealth
North Carolina
$971K – – –
WIA
490
World Investment Advisors
California
$961K +$156K +6,294 +20%
RC
491
Roundview Capital
New Jersey
$945K +$41.5K +1,672 +5%
LGWM
492
Litman Gregory Wealth Management
California
$943K – – –
RWA
493
Roberts Wealth Advisors
California
$940K – – –
CPA
494
Clear Point Advisors
New York
$931K -$14K -564 -2%
FWM
495
Finer Wealth Management
Massachusetts
$930K +$312K +12,564 +53%
FWS
496
FinDec Wealth Services
California
$928K +$4.87K +196 +0.5%
SAM
497
S.A. Mason
Michigan
$926K +$7.95K +320 +0.9%
DCM
498
Donaldson Capital Management
Indiana
$920K -$620K -24,990 -41%
DWT
499
Dorsey & Whitney Trust
South Dakota
$917K – – –
TI
500
Tidal Investments
Wisconsin
$908K +$875K +35,258 New
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20
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